AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021 - RFi ...
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AUSTRALIAN MORTGAGE
INNOVATION SUMMIT 2021
00
Innovate, Grow, Thrive – Mortgage #AMIS2021 I @RFiGroup
Outlook in a Low Rate Market
For more information, please
contact Lily Liu, RFi Group at
24 + 25 February 2021 lliu@rfigroup.com
Virtual Event
This agenda is subject to change
EVENT PARTNERS MEDIA PARTNERSAUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021
About RFi & Our Events
RFi Group is a global data-driven, business insights partner, exclusively focused on financial services. We specialise in data and
information gathering, customer-based insight generation and business decision support for the world’s leading financial service
providers, as well as challenger and disruptive market participants, and companies aligned to the FS sector.
Our aim is to combine global intelligence and local knowledge to provide insightful, valuable and actionable recommendations, with
a core focus on the provision of exceptional client service.
Covering 86 key global markets, with regional offices in San Francisco, Toronto, London, Singapore, Sydney and Melbourne, RFi Group
consistently provides clients with tailored advice and independent intelligence relevant to their specific markets and business needs.
RFi Group’s expertise and deep understanding of the banking and finance sector delivers high-value outcomes. Our areas of expertise
include: retail banking, mortgages, transaction accounts, savings accounts, consumer lending, cards & payments, mobility and banking
technology, SME & business banking, private banking, wealth management and banking regulation.
RFi Group produces over 80 key events throughout the year with an aim to produce quality interactive forums with insightful and
relevant debate. We utilise our market insight to produce high-quality industry gatherings that provide attendees with both topical and
thought-provoking sessions.
Our events are aimed at senior level industry leaders and we secure both national and internationally recognised speakers.
Australian Mortgage Innovation Summit 2021
Despite the 2020 recession due to COVID19, the Australian mortgage market remains resilient. Underpinned by a low interest market,
the demand for property is robust. However, new challenges have emerged. Borrowers are now increasingly embracing digital offerings
while financial support remains imperative as mortgage deferrals begin to ease. It is crucial that lenders understand the changing
needs and expectations of both new and existing customers.
The 2021 Summit will again bring together local and global experts to discuss the current state of the mortgage market and deep dive
into unearthing new opportunities driven by changing regulations, technology, digital transformation and competition with a focus on
assistance around managing financial hardship as the industry returns to a new normal.
Key themes: Who Should Attend?
- Current market analysis and future economic forecast - CEOs of retail banks and non-bank lenders
- Managing financial hardship and ‘mortgage stress’ - EGMs and GMs of Retail Banking
- Technology, innovation and customer experience in the - EGMs, GMs and Heads of Secured Lending & Mortgages
global and local mortgage industry - CROs and Risk Management
- Neo Lenders and Fintechs - CXOs, CMOs and their teams
- Regulatory updates - CIOs and Digital Transformation Leads
- Open Banking for the mortgage industry - Mortgage Origination and Processing Senior Leadership
- Loyalty and refinancing - EGMs, GMs and Heads of Unsecured Lending
- Evolution of broker relationships
- Future opportunities and threats
Register now - jharradine@rfigroup.comAUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021
Agenda – Day One
Wednesday 24th February
9:00 - 9:05AM
WELCOME OPENING
Lily Liu, Events and Partnerships Director, RFi Group
SESSION ONE: GLOBAL PERSPECTIVE AND LOCAL MARKET OVERVIEW
Chaired by Julien Wilson, Managing Director AU/NZ, RFi Group
9:05 – 9:35AM
OPENING KEYNOTE: The Mortgage market 2021 and beyond
- The most surprising global and Australian statistics from 2020
- The outlook for the next 12 months
- Opportunities and speed bumps as we move toward recovery
Alan Shields, COO, RFi Group
9:35 – 10:15AM
ECONOMIC BRIEFING: 2021 - a year when the word ‘uncertainty’ dominates but let us not forget the positives
- The ongoing impact of COVID
- Credit environment for Australian businesses
- The labour market and the resilience of the business community
- Global and political impacts on the Australian economy
Harley Dale, Economist, CreditorWatch
10:15 – 10:40AM
REGULATORY UPDATE
- Consumer Data Rights – An in-depth discussion and analysis on what it means for the banking and mortgage industry
at phase 2 and beyond. Is your business compliant? What tools can you use to facilitate your success?
- ACCC’s Home Loan Pricing Enquiry – New regulations may be further enforced to encourage competition in the
banking industry encouraging consumers to ‘switch’ and ‘bargain’ for better rates and prices. This is a flow on from
the Consumer Data Rights.
- Digital Signing – What COVID-19 has taught the banking industry and where it is going. What implications does this
mean for the industry in the future?
Jade Maree Peace, Solicitor (Commercial), Purcell Partners & LEXTECH
BREAK - MORNING TEA
10:40 – 11:10AM
Register now - jharradine@rfigroup.comAUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021
SESSION TWO: MANAGING FINANCIAL HARDSHIP
11:10 – 11:40AM
PRESENTATION: Housing market trends
- Latest available trends in housing values and transaction volumes for Australian residential real estate
- Driving factors of some of the best and worst performers over the year
- Housing market trends we can anticipate in the year ahead
Eliza Owen, Head of Australian Research, CoreLogic
11:40 – 12:20PM
PANEL: Financial wellbeing in lending
- How has the pandemic impacted financial wellbeing in Australia, and what can financial institutions and lenders to do
support customers who have been negatively impacted?
- How can fintech help address financial inclusion objectives, including the provision of credit and lending products?
- What is the role of credit for vulnerable populations, and what can we do to ensure customers are not at risk of harm?
Moderated by Anna Shaw, Head of Client Insights, RFi Group
With:
Dr. Lili Sussman, Chief Strategy Officer, Wisr
Dr. Vinita Godinho, CEO, Financial Resilience Australia
Paul Feeney, Founder, Map My Plan
12:20 – 1:00PM
PANEL: technology, innovation and CX - supporting customers through the pandemic
- Best practices and industry case studies
- How are banks leveraging Open Banking?
- How has technology supported the customers?
Moderated by: Chloe James, Group Director, Media and Communications, RFi Group
With:
Michael Lawrence, CEO, COBA
Simon Burt, Head of Transformation, Newcastle Permanent
Gary Anderson, Head of Member Experience, IMB
Jack Meredith, Head of Operations & Senior Legal Counsel, Purcell Partners & LEXTECH
BREAK – LUNCH AND NETWORKING
1:00 – 2:00PM
Register now - jharradine@rfigroup.comAUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021
SESSION THREE: DIGITAL LENDING AND EFFECTIVE COMMUNICATIONS
2:00 – 2:40PM
PANEL: The future of Digital Lending
- How has COVID19 impacted digital lending
- Adoption of new technologies to enhance digital lending process
- How digital lender are supporting their customers
- What new doors will digital lending open? i.e. through the use of data
Moderated by Christine St Anne, Chief Editor, AB+F (an RFi Group Company)
With:
Melissa Christy, Lending Product Lead, 86,400
Anthony Baum, CEO, TicToc
Andrew Walker, Co-Founder and CEO, Nano
2:40 – 3:10PM
PRESENTATION - Maximising brand value through education
- How brands can pivot to attract and engage home loan customers in the face of disruption and in an increasingly
digital world
- The importance of educating, not just informing, your customers
- How COVID has shaped the future of lending – what we will see more of, and what is on its way out
Sarah Megginson, Senior Editor, Home Loans, Finder.com.au
SESSION FOUR: ACQUISITION AND RETENTION
3:10 – 3:40PM
PRESENTATION: Customers are leaving – what are you doing about it?
- What Elula are seeing in the banking market
- How machine learning can deliver better customer experiences and retain customer
- Getting results quickly and demonstrating an ROI
- Success case study in 2020
Josh Shipman, CEO, Elula
3:40 – 3:55PM
RFi INSIGHT SNAPSHOT – Supporting customers entering the property market
- Understanding changing customer demand
- Overcoming barriers to entering the property market
- Supporting FHBs through the application journey
- Turning FHBs into long-term customers
Kate Wilson, Deputy GM, RFi Group
DAY ONE CLOSING REMARKS
Register now - jharradine@rfigroup.comAUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021
Agenda – Day Two
Thursday 25th February
SESSION ONE: LEADERSHIP AND INNOVATION
Chaired by: Julien Wilson, Managing Director AU/NZ, RFi Group
9:00 - 9:30AM
DAY TWO OPENING KEYNOTE: Digital – but make it human
- How 2020 reshaped relationships with customers and communities
- Understanding what customers now want and expect
- How these shifts are changing things for the long term
Andy Kerr, Executive, Home Ownership, NAB
9:30 - 10:10AM
PANEL: Lending leaders’ panel
- State of the mortgage market – key changes and challenges over the last 12 months
- Winning long term customer loyalty
- CDR and digitisation of the application experience
- Upcoming changes to the mortgage landscape
Moderated by Kate Wilson, Research Director AU/NZ, RFi Group
With:
Lee Rudwick, Performance Lead Home Loans, ANZ
Dennis Teale, Head of Local Banking, Bendigo and Adelaide Bank
Simon Burt, Head of Transformation, Newcastle Permanent
Jonathan Tanner, Senior Director, Industry Principal Financial Services & Insurance APAC, Pegasystems
BREAK - MORNING TEA
10:10 – 10:40AM
SESSION TWO: TECHNOLOGY AND OPEN BANKING
10:40 – 11:10AM
PRESENTATION: Reshaping Mortgage Lending for a Virtual World
- Aligning core processes to digital customer journeys - a must have for disruptive growth
- Leveraging the power of the lending ecosystem – harness synergies for seamless experiences
- Embracing a customer first mindset – technology playing the role of enabler
Dargah O’Byrne, Vice President, Global Head of Marketing, Nucleus Software
Register now - jharradine@rfigroup.comAUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021
11:10 – 11:50AM
PANEL: Open Banking - ‘a pivotal event’ for mortgage industry
- Biggest advantages of open banking for both consumers and financial institutions
- How could Open Banking enable mortgage providers to be more innovative?
- Opportunities in leveraging CDR’s potential in the loan acquisition and processing space?
Moderated by Moderated by Anna Shaw, Head of Client Insights, RFi Group
With:
Tony Carn, Chief Customer Officer, NextGen.Net
Darren Little, CEO, Smartmove
Alex Boorman, Managing Director, Consulting, RFi Group
11:50 – 12:05AM
PRESENTATION: Taking digital lending one step further with Equifax Verification Exchange
- Trends impacting adoption of digital technologies
- Automation of employment and income verification
- Opportunities to speed up the verification process
Junaid Khatri, Sales Director, Equifax Verification Exchange
SESSION THREE: REFINANCING AND LOYALTY
12.05 – 12:45PM
PANEL: The race to Refinance
- Trends in the mortgage refinancing market
- Motivations and opportunities around Mortgage Shopping
- New product innovations that are here to stay
- Refinancer Loyalty - latest key elements in a mortgage product that drive loyalty
Moderated by Julien Wilson, MD AuNZ, RFi Group
With:
Steve Mickenbecker, Group Executive, Financial Services, CANSTAR
Kate Wilson, Deputy GM, RFi Group
Nathan Walsh, CEO, Athena Home Loans
BREAK – LUNCH AND NETWORKING
12:45 – 1:45PM
SESSION FOUR: THIRD PARTY DISTRIBUTION
1:45 – 2:25PM
PANEL: The future of brokers
- The role of the broker in the pandemic
- Encouraging collaboration between brokers and lenders to create better customer experience
- The future of brokers in a rapidly changing environment
Moderated by Anna Shaw, Head of Client Insights, RFi Group
With:
Register now - jharradine@rfigroup.comAUSTRALIAN MORTGAGE INNOVATION SUMMIT 2021
Vincent Turner, CEO, Uno Home Loans
Susan Mitchell, CEO, Mortgage Choice
Peter White, CEO, FBAA
SESSION FIVE: FUTURE RISKS AND OPPORTUNITIES
2:25 – 3:05PM
FIRESIDE CHAT: Understanding catastrophes and climate change impacts on property market
- An in-depth conversation around catastrophes and climate change impacts on property market
- Gain better understanding of climate related risks, and embed them as part of their strategy and risk management
framework
Chaired by: Milena Malev, General Manager of Financial Services and Insurance, CoreLogic Asia Pacific
With:
Howard Botts, PhD, Chief Scientist, Executive Leader Science and Analytics, CoreLogic
Tim Lawless, Executive, Research Director, CoreLogic Asia Pacific
Dr. Pierre Wiart, Head of Consulting and Risk Management Solutions, CoreLogic Asia Pacific
3:05 – 3:35PM
FIRESIDE CHAT: Collections is dead. Long live collections
With credit risk concerns increasing across the industry, bad debt still requires management. This will need to be balanced
alongside opportunities for improved efficiency via digital channels and the continued rebuilding of trust by offering a
range of support to customers where it is needed. Deloitte’s Mike Jones and Tony O’Donnell assess the shifts taking place
in the collections function of lenders.
Mike Jones, Partner, Financial Risk, Deloitte
Tony O’Donnell, Lead Partner, Strategic Cost Transformation, Deloitte
DAY TWO CLOSING REMARKS
3:35 - 3:40AM
CLOSING REMARKS
Lily Liu, Events and Partnerships Director, RFi Group
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